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- Strategy| ELEC is well positioned to re-rate in 2026ORAS| ICC ruling on Sidra dispute significantly lower than expectedJUFO post management meeting| JUFO’s growth strategy lies in concentrates capacity expansion, backward integration, and regional market entryISPH| ISPH to offload Al Haram lease, driving further deleveraging and earnings upsideCement Market | Government steps in; Reinforces our USD60/ton target.